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Daniel T Houchens

Valeo Financial Advisors, LLC

Carmel, IN

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Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-02
IN RA APPROVED 2014-04-16
  • TX RA
    APPROVED
    Since 2025-10-02
  • IN RA
    APPROVED
    Since 2014-04-16

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 05/2011 Present
Bank Of America, N.A. Indianapolis IN 09/2011 Present
Valeo Financial Advisors Indianapolis IN 09/2012 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-21
  • S66 Uniform Combined State Law Examination
    2008-10-21
Designations

View on SEC IAPD

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BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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